--- title: "Sherpany Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about Sherpany Software - reviews, pricing plans, popular comparisons to other Board Management products and more." source_url: "https://www.capterra.com/p/173419/Sherpany/" page_type: "product" language: "en" --- # Sherpany Software Review 2026: Features, Integrations, Pros & Cons Last updated on July 23, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) Sherpany ## What is Sherpany? Sherpany is the leading Swiss meeting management solution, designed to meet the unique needs of Board, Board Committee, and Executive meetings. Trusted by Europe’s top companies, Sherpany boosts meeting productivity by 45%, streamlining the entire process — from meeting preparation to the distribution of digitally signed meeting minutes and action items. We prioritise security and compliance, with a robust FINMA-approved and ISO270001-certified solution that centralises and ensures appropriate access controls of your data. ## What is Sherpany used for? [Board Management](https://www.capterra.com/board-management-software/)[Meeting](https://www.capterra.com/meeting-software/)[Virtual Data Room](https://www.capterra.com/virtual-data-room-software/) Top alternative Featured Overall rating Based on 80 user reviews Reviews sentiment Positive 98% Neutral 1% Negative 1% Starting price €36 Per User, Per Month Free trial available Free version not included Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for Sherpany?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=https://www.sherpany.com/en/&name=Sherpany) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### Sherpany 4.6 (80) VS. [4.7 (1,058)](https://www.capterra.com/p/179015/OnBoard-Board-Portal/reviews/) Starting Price €36 Per User, Per Month Starting Price Contact vendor Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.6 (80) Ease Of Use 4.6 (826) Value For Money 4.2 (52) Value For Money 4.6 (640) Customer Service 4.8 (71) Customer Service 4.8 (616) ## Sherpany alternatives [4.4 (127)](https://www.capterra.com/p/151082/BoardEffect/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 91% of reviewers rated it above 4 stars [4.4 (3,034)](https://www.capterra.com/p/76113/Wrike/reviews/) Starting price $10.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 89% of reviewers rated it above 4 stars Highest Rated [4.8 (80)](https://www.capterra.com/p/201025/Easy-Board/reviews/) Starting price $49.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 99% of reviewers rated it above 4 stars [4.6 (48)](https://www.capterra.com/p/172971/Aprio/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 96% of reviewers rated it above 4 stars [View all alternatives](https://www.capterra.com/p/173419/Sherpany/alternatives/) ## FAQs about Sherpany Overview ### What problems does Sherpany solve? Sherpany solves inefficient board and executive meeting workflows by centralizing agendas, documents, minutes, decisions, and archives in one secure place. It reduces email overload, paper distribution, lost files, and manual follow-up while improving access control, preparation, and task ownership for board administrators, company secretaries, executives, and directors. Answer based on 77 reviews Overview ### Which roles and teams benefit most from Sherpany? Sherpany is most used by C-suite executives, board members, legal leaders, and executive assistants who manage governance-heavy meetings. CEOs, CFOs, and chairs use it to prepare agendas, review board materials, and make decisions securely, while assistants coordinate documentation, scheduling, and follow-up tasks across leadership teams. Answer based on 80 reviews Overview ### What company size and industries is Sherpany built for? Sherpany is built for large and midsize enterprises, with enterprise customers making up 44% of reviewers, and it is used most in Banking at 15%. It also has adoption among small businesses at 38%, especially across Financial Services at 12% and Insurance at 9%, primarily for board management. Answer based on 80 reviews Features and Usability ### What are the key features of Sherpany? Sherpany includes core meeting management features like agenda management, meeting preparation tools, minutes management, and action item tracking. Reviewers most often highlight meeting documents, document sharing, document comments, and board structure. Differentiators include role-based permissions, secure document storage, offline access, and annotations for paperless board work. Answer based on 54 reviews Pricing ### How much does it cost and what fees or limitations are included? Sherpany starts at €36 per user per month for its Enterprise plan, which includes 100+ users, embedded video calling, unlimited rooms, and secure compliance features. A free trial is available. Reviewer feedback says the pricing can make broader adoption harder for mid-sized companies and multi-data-room setups. Answer based on 5 reviews Integrations ### Which third-party tools and platforms does Sherpany integrate with? Sherpany integrates with 3 third-party tools for scheduling and collaboration: Google Calendar, Microsoft Outlook, and Microsoft Teams. These integrations support calendar syncing and team communication across common business workflows. Answer based on 3 reviews Getting Started and Support ### How easy is it to onboard and train a team on Sherpany? Sherpany is generally quick to onboard, with many reviewers saying team members, executives, and non-executive users can start with minimal training. Training is available in person, through live online sessions, webinars, videos, and documentation. Admins may need more time as updates and setup can be more demanding. Answer based on 10 reviews Getting Started and Support ### What customer support options does Sherpany offer, and how do users rate the experience? Sherpany offers email/help desk, FAQ/forum, a knowledge base, phone support, 24/7 live support, and chat. Users generally describe support as fast, friendly, competent, and available when needed, with good follow-up and clear maintenance communication. A few mention frequent early product changes created extra questions, though this improved over time. Answer based on 31 reviews Security ### How does Sherpany handle data security and access control? Sherpany uses secure authentication and login controls, including a double-step security process, plus user groups, document security levels, and controlled document output to manage access. Reviewers describe it as highly secure, certified, and reliable across devices and offline use, though some find the two-step security process less modern than alternatives. Answer based on 11 reviews ## Features AI summary Based on 1,213 Board Management reviews Capterra data shows that buyers of board management software rank the following features as their top priorities: - **Meeting Management** (**52%** of reviewers rated this feature as critical) - **Secure Data Storage** (**66%**) - **Document Management** (**44%**) Sherpany supports all three of the features reviewers consider most important: **Meeting Management**, **Secure Data Storage**, and **Document Management**. Together, these capabilities help businesses coordinate board meetings, protect sensitive information, and keep important files organized and accessible, allowing teams to make informed decisions with greater efficiency and control. Secure Data Storage 5.0 (3) 133.33% of 3 reviewers that rated this feature as important or highly important Securely stores data to prevent data loss or breaches Document Management 3.6 (5) 100.00% of 5 reviewers that rated this feature as important or highly important Store, manage, and track all electronic documents in a centralized location Access Controls/Permissions 3.8 (6) 100.00% of 6 reviewers that rated this feature as important or highly important Define levels of authorization for access to specific files or systems Minutes Management 4.0 (6) 50.00% of 6 reviewers that rated this feature as important or highly important Keep an official record of all meeting discussions, including decisions made, actions assigned, deadlines set, etc. Calendar Management 4.0 (5) 0.00% of 5 reviewers that rated this feature as important or highly important Track and manage schedules and meetings via an integrated calendar Meeting Management 4.0 (5) 80.00% of 5 reviewers that rated this feature as important or highly important Manage the process of planning and scheduling meetings, including agenda creation Sherpany 83 features ### All Features - @mentions: An @mention is a way to tag or notify a specific person about a message/post - Access Controls/Permissions: Define levels of authorization for access to specific files or systems - Action Item Tracking: Track the status of discussed/agreed tasks - Activity Tracking: Track and document all activities across devices, networks, and other systems - Agenda Management: Access event or meeting agenda online - Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges - Annotations: Highlight content and/or make notations about parts of content - API: Application programming interface that allows for integration with other systems/databases - Approval Process Control: Manage the process of evaluating documents or requests submitted for approval - Assignment Management: Assign issues and tasks based on availability or required skills - Attendance Management: Manage attendance for classes, shifts, meetings, or events - Attendee Management: Process of managing, tracking, and communicating with individuals who are registered to attend an event - Audio Calls: Ability to make voice calls within the system - Authentication: Verify the identity of users/devices to enable secure access - Automatic Backup: Data is backed up automatically to prevent data loss - Brainstorming: Group collaboration to solve ideas in a productive and concentrated manner. - Bulk Uploading: Upload multiple documents at once - Calendar Management: Track and manage schedules and meetings via an integrated calendar - Calendar Sync: Synchronize with other calendars to view mutual availability and schedules - Call Conferencing: Facilitate virtual conferences that connect multiple people remotely - Call Scheduling: Schedule date and time for callbacks/follow-up calls or reminders - Collaboration Tools: Provides a channel for team members to share AI models, media files, communicate, and work together - Commenting/Notes: Leave comments and notes on documents for others to view - Committee Management: Manage a group of members established for coordinating plans, programs, or other initiatives - Communication Management: Manage and track all internal and external communication conducted via calls, email, text, or chat - Compliance Management: Track and manage adherence to policies for any service, product, process, or supplier - Custom Greetings/Messages: Custom greetings/messages for incoming callers - Customizable Templates: Pre-designed layouts that can be customized to match preferences and requirements - Data Security: Protect sensitive data for digital privacy - Data Storage Management: Manage and store data in a database - Discussions/Forums: Online forums/groups where users can ask questions, share ideas, best practices, etc. - Document Classification: Assign categories, labels, tags, or attributes to documents for organization, search and storage - Document Management: Store, manage, and track all electronic documents in a centralized location - Document Review: Review and analyze existing information across documents - Document Storage: Store and organize documents in a centralized system - Drag & Drop: Assemble applications and processes by dragging over and arranging pre-built components - Electronic Signature: Digitally sign online documents - Email Reminders: Reminders sent via email - Event Scheduling: Plan an event's time and location - File Management: Create, save, and store files - File Sharing: Public or private sharing of digital files such as documents, audio/video, images, and more - File Transfer: Move files across different systems or networks - For Nonprofits: Software specialized for non-profit organizations - Full Text Search: Search for specific words or phrases within a document or database - HIPAA Compliant: Compliant with HIPAA, which sets standards for sensitive patient data protection - International Calling: Make international audio and/or video calls - Meeting Management: Manage the process of planning and scheduling meetings, including agenda creation - Meeting Notes: Create and share notes/annotations taken during meetings - Meeting Preparation Tools: Tools that facilitate planning & coordination for meetings, including tasks such as scheduling, agenda creation & document sharing - Member Directory: Comprehensive list that contains information and details of all the members associated with a particular organization or group - Minutes Management: Keep an official record of all meeting discussions, including decisions made, actions assigned, deadlines set, etc. - Mobile Access: Access software remotely via mobile devices - Multi-Factor Authentication: Request two or more credentials to prove user's identity before granting access to systems - Polls/Voting: Enable custom polls/voting to facilitate decision-making or increase engagement - Prioritization: Arrange tasks based on the level of priority or urgency - Productivity Tools: Tools to facilitate the production of information and promote efficiency - Progress Tracking: Reporting on how each user, task or process has advanced since its initiation - Real Time Editing: Preview and make real-time changes in the web content - Real-Time Notifications: Notifications that are delivered to users as soon as an event occurs - Recording: Record live video calls to play later - Reminders: Timed notification for any upcoming task, deadline, appointment, or activity - Remote Access/Control: Access work applications remotely, for when working away from the office and/or traveling - Remote Support: Provide support to your customers and employees remotely over a shared network - Scheduling: Plan availability and assign specific time slots for tasks and resources - Search/Filter: Search and filter data across systems to locate required information by entering keywords or certain criteria - Secure Data Storage: Securely stores data to prevent data loss or breaches - Secure File Viewer: Secure online viewing of sensitive documents - Single Sign On: Allow users to access multiple services after entering their login credentials once - SSL Security: Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access - Status Tracking: Track the status over time for a request, process, asset, or transaction - Surveys & Feedback: Gauge satisfaction and receive information for improvement and success - Tagging: Attach digital tags to documents and assets for identification, search, or monitoring purposes - Task Management: Create, manage and track all task activities and progression - Task Progress Tracking: Track the status and progress of tasks - Task Scheduling: Track and manage the scheduling of tasks - Third-Party Integrations: Set up connections to third-party platforms to improve business processes - Time Zone Tracking: Identify and track locations and time zones of your collaborators to enable productive scheduling and cooperation - Two Way Audio & Video: Presenter can see and hear participants and vice versa. - Two-Way Audio & Video: Presenter can see and hear participants and vice versa - User Management: Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks - Video Conferencing: Connect with meeting participants remotely over video - Watermarking: Add a digital mark to show ownership of an image, video, document, etc. - Workflow Management: Create, design and manage workflows for repetitive tasks --- Get Advice We can help you find the software with the features you need. Features 4.4 (80) 4.4 Based on 80 reviews ## Pricing Value for money 4.2 (52) Free Trial [View pricing plan details](https://www.capterra.com/p/173419/Sherpany/pricing/) Enterprise €36.00 Per User,Per Month It includes: - 100+ users - Unlimited rooms - Integrated meeting culture improvement - Embedded video calling - Easy integration with favorite collaboration tool - Secure and compliant with your industry standards Value for money 4.2 (52) 4.2 Based on 52 reviews ## Integrations [ Microsoft Teams](https://www.capterra.com/p/168668/Microsoft-Teams/)[ Google Calendar](https://www.capterra.com/p/213340/Google-Calendar/)[ Microsoft Outlook](https://www.capterra.com/p/227138/Microsoft-Outlook/) Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 4.8 (71) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 4.8 (71) 4.8 Based on 71 reviews ## User reviews Overall rating 4.6 Based on 80 reviews Filter by rating 5(55) 4(23) 3(1) 2(0) 1(1) Mentioned topic Sorted by most recent EH Eric H. Independent non executive director Banking ### "Go Sherpany" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 December 7, 2024 Useful in board meetings. One place to go: Sherpany. Pros Completeness. Consistency of the approach. Cons Annotations and navigation between documents and meetings are not easy enough to cope with the strong pressure of meetings. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Response from Vendor December 13, 2024 Dear Eric, thank you for providing your review! We truly value your input and are committed to working towards meeting your needs. TP Tis P. Former member of the Board Electrical/Electronic Manufacturing ### "Outdated review" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 May 4, 2024 Pros The practical handling of a large number of meetings; pieces of advice received from time to time as chairman of a meeting Cons Cannot remember any more as I have not used it for the last three years Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. MN Markus N. BR Utilities ### "Weiter so" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 0.0 0.0 Likelihood to Recommend 10/10 July 3, 2023 Sehr vit Pros Cooles Tool / intuitiv / gute UX - 2FA mit futurae sehr gut Cons Doks werden ueberschrieben wenn neue eingeliefert werden Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. KB Kurt B. CEO Financial Services ### "Gutes Produkt" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 8/10 July 3, 2023 Pros strukturiertes Arbeiten wird vorausgesetzt Cons teilweise einschränkend. wünsche mir mehr Freiheit beim Protokollieren Reasons for choosing Sherpany mehr User in de Organisation Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. VK Viola K. Direktionsassistentin / VR-Sekretärin Real Estate ### "Boardtool" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 8/10 June 9, 2023 Pros Effiziente Sitzungsvorbereitung und Dokumentensharing Cons Protokollfunktion inkl. Darstellung. / Auch Darstellungsmöglichkeiten in den Benachrichtigungen sind nicht optimal. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Response from Vendor June 13, 2023 Dear Viola, thank you for your feedback! We appreciate your input and have already submitted it for product improvements. We look forward to serving you better in the future. Best regards, Sherpany team. RL Roger L. CFO Investment Banking ### "Not worth it" 1.0 Overall Rating 1.0 1.0 Ease of Use 1.0 1.0 Features 1.0 1.0 Customer Service 2.0 2.0 Likelihood to Recommend 1/10 October 12, 2022 Pros Not much. The design looks ok at the beginning. Cons Too complicated and expensive. No training given. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Response from Vendor October 20, 2022 Dear Mr. Roger L., Thank you for your feedback. We are sorry that the experience did not meet your expectations. We would like to ask you for an opportunity to change this in the near future. If this is possible for you, we would kindly ask you to contact us at csm@sherpany.com, so that we can schedule a conversation to have a better understanding of your comments and define how we can address the points mentioned. Best regards, The Sherpany team GV Guenter V. Chairman Chemicals ### "Meeting optimized and organized " 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 0.0 0.0 Likelihood to Recommend 9/10 May 3, 2022 Pros Meeting organization and finding of contents Cons Repeated signs of unread contents after new access Review source Vendor Referred: This reviewer was invited by the software vendor to submit an honest review. JF Juerg F. VR Mechanical or Industrial Engineering ### "Xxxx" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 4.0 4.0 Likelihood to Recommend 10/10 April 8, 2022 Overall very positive experience Pros Ease of handling -saving of notes Easy reference to library Cons There is really nothing at this point in time which could make the tool for my personal use more effective Review source Vendor Referred: This reviewer was invited by the software vendor to submit an honest review. NS nicoletta S. segreteria societaria Financial Services ### "Easy to use" 4.0 Overall Rating 4.0 4.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 8/10 March 18, 2022 the board members like the sistem because it's easy to use and they're free to consult the agenda everywhere at any time. Pros it's very easy to use, it permits to create and manage board meeting also for people who are not so able to use internet and technologic devices. Cons It has to improve the quality and type of document you can use and upload. Switched from [Microsoft SharePoint](https://www.capterra.com/p/1167/SharePoint/) Microsoft is a close system Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. SP Sixtine P. lawyer Consumer Goods ### "Outils facilitateur, ergonomique et sécurisé avec une équipe support formidable" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 March 15, 2022 Pros L'équipe support est remarquable, disponible et à l'écoute. L'outils évolue sans cesse pour s'adapter aux changements et s'améliorer pour satisfaire ses utilisateurs. L'outils offre un panel de fonctionnalités important. Le design est très agréable et facile d'utilisation. Cons L'outils peut parfois nécessiter un temps d'adaptation pour ceux qui aiment encore utiliser des supports papiers. Sherpany offre un nombre important de fonctionnalités, malheureusement certaines sont parfois inutilisées car incompatibles avec le formalisme juridique requis. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. [View all Reviews](https://www.capterra.com/p/173419/Sherpany/reviews/) ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox. Popular comparisons [BoardPro vs Sherpany](https://www.capterra.com/compare/164493-173419/boardPro-vs-Sherpany)